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Rule skimming for higher ruleset versions

Updated on November 18, 2021

Skimming is an operation of copying rules from your rulesets into a ruleset of a higher version. Skimming improves the performance of your application because the system filters out rules that are unavailable for rule resolution. Because the new ruleset contains only the highest rule versions, skimming simplifies rule resolution and minimizes the rule data that you ship to a different version of your application.

Skimming collects the highest version of every rule in the ruleset and copies the rules to a new major or minor version of that ruleset on the same system. Rule availability and the type of skimming determine which rules the system carries to a higher ruleset version.

You can select between a major skim and a minor skim. The skim type corresponds with the digits in a ruleset version number. The two first digits define the major version, and the two middle digits define the minor version. For example, in the ruleset version 06-09-10, 06 indicates the major version, and 09 corresponds with the minor version. The major ruleset version typically specifies a release of your application or other significant changes, while the minor version relates to an enhancement or a less extensive change in your application. When you select a skim type, consider changes that you want to merge in the higher ruleset version. The final two digits correspond with patch releases and do not have a separate skim type associated with them. Skimming copies rules so that all your rules in lower ruleset versions remain unchanged. During skimming, the system omits rules in the major versions that are lower than the major version that you specify. For example, if you opt to skim 02-05-02 into 03-01-01, the system ignores any rules in the version 01-XX-XX.

The following table displays which rules you can include in a higher ruleset version by using either the major or minor skimming type:

Skim type/Rule availabilityAvailableNot AvailableFinalWithdrawnBlocked
MajorYesNoYesNoYes
MinorYesNoYesYesYes

The update history of the new skimmed rule contains only one instance that reflects the date and time of the rule creation based on the skim operation. The history of the source rule is available and remains unchanged.

For relevant learning materials, see an Application versioning module on Pega Academy.

Creating higher ruleset versions by skimming rules

Improve the performance of your application and simplify the rule resolution by skimming rules to create higher version rulesets. Skimming filters out rules that are not available for rule resolution and makes rule management more convenient.

You can select between two types of skimming, a minor skim and a major skim. The minor skim moves rules to a higher minor version of your application, for example, after you implement new enhancements. You can check the minor ruleset version by analyzing the middle two digits of the ruleset version. An example of a minor skim is skimming rules in 06-05-01 through 06-09-25 into the 06-10-01 ruleset versions. The major skim moves rules into a higher major version of your application, such as a new release. The two first digits in the ruleset version correspond with the major version. A major skim is skimming rules 06-05-01 through 06-09-25 into the 07-01-01 ruleset versions.
Before you begin:
  • Check in all the rules that you want to skim. For more information, see Checking in a rule.
  • To ensure that users cannot edit lower versions of the ruleset after skimming, secure the lower ruleset versions. For more information, see Defining the security of a ruleset.
During skimming, the system copies rules to a new ruleset with a higher version number. The rules in the lower versions remain unchanged in your system.
  1. In the header of Dev Studio, click ConfigureSystemRefactorRuleSets.
  2. On the RuleSets tab, in the Refactor Rulesets Utilities section, click Skim a Ruleset.
  3. In the Skim to create a higher version window, define the skimming settings:
    ChoicesActions
    Perform a major skim
    1. Select the Major Version RuleSet Skim radio button.
    2. In the RuleSet list, select a ruleset that you want to skim.
    3. In the From Major Version list, select an existing major version that you want to skim to a higher version.
    4. In the To New Version field, enter a ruleset version that you want to create with skimming.
      Ensure that the new version relates to the skimming type.
      For example: If you want to perform a major skim on the 06-09-25 version, enter 07-01-01.
    5. Click Skim.
    Perform a minor skim
    1. Select the Minor Version RuleSet Skim radio button.
    2. In the RuleSet list, select a ruleset that you want to skim.
    3. In the Starting Version and Ending Version lists, select a version range of the ruleset that you want to skim.
      For example: Select 06-05-01 as a start version and 06-09-25 as an end version.
    4. In the To New Version field, enter a ruleset version that you want to create with skimming.
      Ensure that the new version relates to the skimming type.
      For example: If you want to perform a minor skim on the 06-05-01 to 06-09-25 version range, enter 06-10-0.
    5. Click Skim.
    Result: The window displays the progress and the results of the skim after the process is complete.
  4. If any errors occur, click the Total Errors link.
    You can only access the list of errors from the Skim to create a higher version window.
What to do next:
  • Research and resolve errors that occurred during the skim operation.
  • Update access groups or application rules to make the new major version available to appropriate users. For more information, see Learning about access groups.
  • To ensure that users can edit only the highest ruleset version, secure lower ruleset versions. For more information, see Defining the security of a ruleset.
  • To decrease the number of rules in your system and speed up rule resolution, delete rules in the lower major versions. For more information, see Deleting a ruleset.
    Note: Ensure that your organization accepts deleting rules that are no longer in use.

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